Nicholas Joseph Taber

Current Employers

Employment History

• 06/2012 → 09/2017
  Hole In One Inc.
  Eastham, MA
• 09/2017 → 11/2017
  Uber
  Brighton, MA
• 11/2017 → 04/2022
  John Hancock
  Boston, MA
• 08/2018 → 05/2024
  John Hancock Distributors Llc
  Boston, MA
• 09/2013 → 05/2017
  Bentley University
  Waltham, MA
• 04/2022 → 05/2024
  John Hancock
  Boston, MA
• 05/2024 → Present
  Lpl Financial, Llc
  Ridgewood, NJ
• 06/2024 → Present
  Vision Retirement
  Ridgewood, NJ

Other Businesses

1) 05/2024 - Ridgewood Financial Advisors / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 09/24/2024 - Vision Retirement LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/04/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Vision Retirement, LLC, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-02
• S63 Uniform Securities Agent State Law Examination
  2018-06-29

Designations

Other Names

• Nick Joseph Taber
• Nicholas Taber